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Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.
Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.
Ian Pund, Senior Vice President of Sales,
Start acting on leads and create opportunities
Create velocity through your sales process
By supporting intuitive, automated, and scalable processes, teams are empowered to close deals and deliver services faster and more efficiently.
“By leveraging Insightly, we were able to shave 50% off our timelines. Insightly allows us to seamlessly push data to each project directly, which empowers us to move onto the next step in our process instantly.”
VP Systems and Process Development
Automate repetitive, manual tasks so your team can focus on what matters most.
Preserve data integrity, capture quality data, and deliver great experiences.
Create a complete record of your offerings and make it easy to close the deal.
Create seamless post-sale transitions, ensure crisp communication, manage projects, and complete them faster.
Show customers and prospects you know them by capturing the right information about every interaction and using your data to deliver great experiences.
Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.
Vice President, COACT
Relationships are everything. Improve every connection you make and grow your business by delivering efficiently on your promises.
Every business is unique. Configure the CRM and information to match your business processes.
Make all your communication even more effective with Insightly.
Create real-time, customizable data visualizations in minutes with the data that matters most to your business.
Because operations and sales all utilize Insightly, we’re all empowered to deliver great customer experiences. Insightly delivers a great way for us in operations to understand and get ahead of what’s coming.
Operations Manager, Multifamily Utility Company
Create customizable charts and visualizations in minutes with the data that matters most.
Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.
Solar company shows how Insightly helped them triple revenue without tripling the team.
Our entire team uses the Insightly platform too, so we ensure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.
Manage everything on the go with award winning mobile applications for both Android and iOS.
Take the drudgery out of data entry by uploading all contact information from any business card in just one click.
Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.
Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.
CRM stands for “Customer Relationship Management” and includes the processes used by organizations of all sizes for retaining existing customers and acquiring new ones.
When people use the term CRM, they are often speaking about a CRM system. This is a software platform that organizes a company’s relationships with customers, prospective customers, vendors and more. Learn more about CRMs in this blog post.
Any business that handles sales or marketing of products or services can benefit from using a CRM. This includes both B2B and B2C businesses. The teams most likely to use a CRM in any business are Sales, Marketing and Customer Service.
Sales – A CRM helps your sales team be well positioned to upsell and cross-sell your products and services. Sales teams can also use click-to-call functions to help save time and make it easy to keep track of all your interactions with prospects and customers so nothing falls into the cracks. They can also generate highly specific quotes as they seek new business and to run reports and invoices for existing customers.
Marketing – A CRM helps your marketing team gather valuable information from your customers, making it easier to target marketing efforts precisely and effectively. When you can aim your marketing campaigns at a specific audience, you’re far more likely to reap a good ROI, and you don’t waste the time and money that often results from an undifferentiated marketing campaign, which can end up feeling like spam.
Customer service – CRMs help support teams efficiently resolve issues, and make it easy to connect customers to the right person at all times.
Most companies wait too long to implement a CRM, often falling into chaos and making both customers and employees irritable. By the time you’ve hired employee number 10, you’re likely to need a CRM.
At this point, communication starts to get more difficult, and the lack of a CRM is probably resulting in a lot of wasted time and effort. A good test is if you feel that you’ve outgrown your spreadsheets, it’s time for a CRM.
If you aren’t able to identify where new customers have come from (and whether they’re responding to your marketing campaigns or not), it’s time for a CRM. If you don’t know what your salespeople are doing, it’s time for a CRM.
The big difference between on-premise and cloud is where the software and data are stored.
With on-premise CRM, the software is located on your company’s servers and on employee computers. The implementation process typically takes more time, more IT resources, and is more complex. However if your organization has especially strict security protocols, this can be the ideal choice. With an on-premise implementation, upgrades will take longer, and your IT team will be taxed to provide service to the CRM. You’ll typically be charged per implementation.
Cloud-based or software-as-a-service (SaaS) CRMs are operated on and store data on the vendor’s servers. The vendor is responsible for the uptime operation of the system and provides customer support. You’ll need a strong internet connection to run a cloud-based CRM, but you won’t need the expense of dedicated servers. Upgrades will occur at all times, so the platform will be constantly evolving. You’ll typically be charged by seat.
Are you still relying on manually tracking your sales performance using Excel spreadsheets? Perhaps you’re not fully aware of the power of modern sales tracking software. It can be the difference between a stagnant business unable to achieve sales goals and one able to scale and grow.
Sales tracking software allows businesses to monitor the different aspects of the entire sales process. This includes everything from how deals flow through your pipeline and how many leads are followed up to sales cycle lengths and win rates. Doing so can help you analyze the whole process and improve it so that it works better.
There are many ways to track, measure, and monitor sales activity using tracking software or a track sales app. In general, here’s how to track sales performance effectively in five basic steps:
Nowadays, all types of businesses must deal with a large amount of customer data (known as “big data”) — data that can be used to your advantage. Sales tracking software and apps can be used in various industries, including technology, business services, financial services, media, telecommunications, healthcare, life sciences, e-commerce, retail, etc. For example, a brick-and-mortar can use a retail sales tracker.
Companies can use big data to help them:
In turn, companies can significantly increase their revenue and profits.
Using big data, you can set your sales team up for success using sales KPIs. KPIs (Key performance indicators) are metrics designed to help you measure the performance of your sales team based on predetermined goals. These KPIs can be aligned with company goals and objectives to measure how your sales team’s performance impacts your business.
Most small businesses and startups use Excel spreadsheets to track sales. However, as you collect more and more data, it becomes impossible to keep track of everything, let alone forecast sales or know how to improve the sales process. That’s why a modern customer relationship management (CRM) system with sales tracking features is essential.
In addition to sales tracking software, you can use a business sales app to help you monitor and improve sales performance. A simple sales tracking app is instrumental when it comes to making data-driven decisions.
A sales tracking app is a mobile application designed to build sophisticated integrations between your existing CRM system and hundreds of applications used throughout your organization.
There are many benefits of a sales tracking app like Insightly AppConnect:
Using a sales app to connect all the business applications you already use saves you time and money. Also, sales tracking software and apps empower you to run your business smarter and more efficiently so you have happier customers and greater profits.
As mentioned, new and small businesses usually forego a CRM system. Instead, they opt for a sales tracking spreadsheet, such as a sales tracking spreadsheet with Google Sheets or a sales tracker with Excel spreadsheets. There are pros and cons to consider if you’re thinking about using this manual method.
You can use Excel, Google Sheets, and similar software to keep track of sales. In Excel, it’s common to use a weekly sales tracker Excel template and a monthly sales tracker Excel template. This involves manually inputting all your customer data and sales activities.
Using spreadsheets is easy for any sales leader and team to implement. The software is most often already packaged in the company’s business applications, such as Microsoft or Office 365 Suites and Google Workspace. Unfortunately, spreadsheets aren’t an ideal way to track sales because they’re:
As a business leader, you may question the need for CRM and sales tracking software. While you prefer the manual spreadsheet method, you may not realize how much it’s likely to hold you back from excelling in your business.
Running a business without CRM has many drawbacks:
The most successful businesses use data to help them make informed decisions. As opposed to using manual methods with spreadsheets, sales tracking software is the best way to go about that.
The best sales tracking software and the best sales tracking app may vary depending on your needs. However, there are some basic requirements that you should consider when deciding on the best software or best apps for sales reps.
Every team member should use the following sales tracking metrics:
Whether using the best sales app or software, it’s crucial to go through every step, from setting sales goals to sharing insights with sales team members.
We’ve discussed sales trackers that can be used in CRM software, Excel spreadsheets, and even automation integration apps. Each has its advantages and disadvantages.
An online sales tracker can be a website sales tracker or an app to track sales of items. According to the Motley Fool, the ten best online sales trackers available in the market include:
There are many benefits to using an online sales tracker. The one that you select should do an excellent job of tracking three metrics:
It can be confusing to know how to track sales performance, especially when using manual methods such as Excel spreadsheets or Google Sheets. However, the data you collect plays a huge role in helping you to make decisions — data-based decisions (or lack thereof) can make or break your business.
As you can see, it’s vital to implement a sales tracking system into your business operations. The best sales software allows you to track key metrics, including conversion rates, lead sources, and revenue per sale. Without a CRM, you’ll experience data silos, lower productivity, the inability to understand customer needs, and many other issues.
At Insightly, we understand the challenge of handling big data and keeping track of sales performances. Look no further if you’re looking for a new and improved sales tracking platform. Your sales team is sure to love our CRM and sales tracking software.
Don’t take our word for it — try us out to see the impact technology can have on your business firsthand. You can take a test run of Insightly CRM. It’s built for fast-growing companies like yours, whether it’s a startup, SMB, or enterprise. This flexible, customizable CRM suits any industry, from manufacturing and insurance to solar and sales.
Simply create an account to sign up for a self-serve free trial or watch a demo at your convenience.
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